Last updated: October 1, 2026
This Privacy Policy explains how Level Up Financial LLC, doing business as Verity Financial ("Verity Financial," "we," "us"), collects, uses and protects information you provide on https://www.verityfinancialagency.com.
When you submit our application, we collect the information you provide: your name, phone number, email address, state of residence, your answers to our application questions, and whether you chose to receive text messages. We also collect standard website data such as pages visited and the ad that brought you to our site.
We use your information to review your application and to contact you about working with Verity Financial, including by phone, email and, if you opt in, text message. This includes scheduling a conversation with you and following up about your application.
You can opt in to text messages by checking the optional SMS consent box on our application form at https://www.verityfinancialagency.com/apply.html. The box is not pre-checked, and consent to receive text messages is not a condition of applying.
If you opt in, Level Up Financial LLC (Verity Financial) will send you text messages about your application, including replies to your questions, scheduling and reminders for calls you requested, and follow-up. Message frequency varies. Message and data rates may apply.
Reply STOP to any message to opt out at any time. Reply HELP for help, or contact us at ryan@verityfinancialagency.com or (727) 273-7834. Carriers are not liable for delayed or undelivered messages.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties. We do not sell or rent your personal information.
We share information only with service providers that help us operate our application, CRM and messaging tools, and only so they can perform those services for us. They are not permitted to use your information for their own purposes.
Our website uses cookies and similar tracking technologies, including the Meta Pixel and the Meta Conversions API, to measure visits and applications, understand which ads brought you to our site, and improve our advertising. These tools may collect information such as your IP address, browser and device type, pages visited, actions taken on the site, and ad click identifiers. We do not use cookies to collect your text messaging consent, and SMS opt-in data is never shared through these tools. You can block or delete cookies in your browser settings and manage ad preferences in your Meta account settings. Some parts of the site may not work as intended if cookies are disabled.
We use reasonable administrative and technical safeguards to protect your information. No method of transmission over the internet is completely secure.
You may ask us to correct or delete your information at any time by emailing ryan@verityfinancialagency.com. You may opt out of text messages by replying STOP to any message.
Level Up Financial LLC (Verity Financial)
7220 E 41st St, Tulsa, OK 74145
ryan@verityfinancialagency.com · (727) 273-7834